2025 Client Outreach Calendar
Get fresh ideas and pro tips to engage your clients and deepen connections.
Use our Client Outreach Calendar to:
- Get month-by-month ideas for client outreach
- Reinforce your commitment to your clients
- Distinguish yourself from your competitors by prioritizing relationship building
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
Other Outreach Resources
Partner Better with
Women Investors
Many women investors change advisors to find one who better understands their needs. These five qualities can help you build strong relationships with women investors.
Master Client
Review Meetings
Use our step-by-step guide to maximize the impact of client meetings—from setting an effective agenda to knowing the right post-meeting follow-ups.
All Tool Kits
Human Powered
At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. While trends come and go, we’ve seen that when guidance, advice, and partnership converge— something truly special happens.
